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Basecamp Wealth Advisors’s Sun Communities SUI Stock Holding History

Basecamp Wealth Advisors’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.7K Sell
281
-72
-20% -$9.01K 0.01% 646
2026
Q1 		$44.5K Hold
353
– – 0.01% 582
2025
Q4 		$43.7K Buy
+353
New +$44.2K 0.01% 559

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Basecamp Wealth Advisors's SUI Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Sun Communities (SUI) stake by 20% in Q2 2026, selling an estimated $9.01K and leaving 281 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #646.

Basecamp Wealth Advisors first reported a position in SUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.5K in Q1 2026. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Basecamp Wealth Advisors held 281 shares of Sun Communities worth $33.7K as of Q2 2026.
  • Basecamp Wealth Advisors sold 72 Sun Communities shares in Q2 2026, an estimated $9.01K.
  • Sun Communities made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #646 holding.
  • Basecamp Wealth Advisors first reported a position in Sun Communities in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Sun Communities position peaked at $44.5K in Q1 2026.
  • 527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.